Portal Queries
We want to make sure you have a smooth and easy experience with our portal. That’s why we have created the Knowledge Base with many helpful guides that can walk you through each step. Simply use the Search bar in the Knowledge Base and type in a key word related to your question.
If there is a guide available, it will show up for you to click on. If you can’t find the answer you need in the Knowledge Base, don’t worry, you can always raise a Freshdesk ticket, and we will get back to you as soon as possible. We aim to respond within 24hrs and resolve your query within 4 working days, unless we require further information, system development or assistance from a third party. Regardless, you will receive regular and timely updates.
Freshdesk Tickets and Email
Our preferred contact method is by Freshdesk ticket, please use the ticketing system to raise your query directly to us. If you don’t have access, are a Hubwise Connect firm, or you are a retail client who does not have a financial advisor please contact us via email on
For urgent escalations of tickets that can cause financial implications for the investor or if the ticket has gone outside of our usual timeframes, please contact;
Telephone Number
We have a telephone service to support portal queries and escalations. For full information about what support can be provided by phone please see the attached SS&C Hubwise Phone Support help sheet.
The Customer Services phone number is 0203 975 7428 or 0845 783 5500
The opening and closing times for Customer Services are detailed below:
Monday to Friday 9-5pm
We will attempt to resolve your query by phone, however there may be occasions where we will require a Freshdesk ticket or email in order to direct your query to another team.
Postal Address
Most documents can be accepted via email or via Freshdesk ticket but if you do need to write to us you can do so at the below company address:
Hubwise Holdings Ltd
Waverley Court
Wiltell Road
LICHFIELD
WS14 9ET
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